Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
A reputable, established IFA is seeking a driven and motivated individual to join them as a Trainee Financial Adviser.
This firm has created a culture where the business remains client-focused and encourages everyone to achieve their goals.
The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success.
Posted by Financial Divisions • £45K/yr to £65K/yr
Due to expansion my client is looking for a Financial Adviser who can manage an existing book of business.
Independent Financial Adviser - Manage Existing Client Base - £45,000 - £65,000 basic salary plus attractive bonus scheme and benefits package - Manage client bank generating from retiring adviser over the next 3 years - Offices in Colchester, Essex - Hybrid working Available, supportive collaborative team
The company has been operating for over 30 years and has built an outstanding reputation for providing holistic advisory services to families, retirees and some City professionals.
Posted by Financial Divisions • £40K/yr to £45K/yr
An exciting opportunity has emerged with a well-established Wealth Management firm located near Colchester in Essex.
With over 20 years of experience, they have been delivering top-tier financial and investment planning services to their clientele.
As a result of expansion and internal advancement, they are seeking to recruit a Junior Paraplanner to join their team and provide a clear career path.
Posted by Financial Divisions • £40K/yr to £50K/yr
Our Client is a multi-award-winning boutique wealth management firm who take pride in providing impartial advice to private Clients, the Families and Corporates and are looking to offer this opportunity to a professional and dynamic individual ready to take on this challenge
Exceptional opportunity for a Diploma Qualified Paraplanner now ready to make the move into Advice.
Plus excellent career enhancing role, transition into Advice as quickly as you can